LATEST FINANCIAL NEWS
RetirementGeek's Guide to Financial Fitness
January 20th - Jon Dewar was invited to speak at Tai Lopez's Knowledge Society Mentor Conference in New York City. Tai's Knowledge Society is known for programs that teach with the goal of the participant achieving the highest levels of health, wealth, love and happiness.
Jon Dewar, accompanied by fellow LPL Financial Advisor Chris Gure, came armed with stories of Jon and Tai's early partnership founding the Legacy Life Group (now RetirementGeeks). When presenting to a room full of entrepreneurs whose main goal is to make money and lots of it, Jon had to define retirement a little differently. Retirement is when you stop working for your money and your money starts working for you. However you define it planning for it is generally the same. It all depends on risk tolerance and on your personal goals and concerns. Contact Jon Dewar at 919-881-2850 to discuss your retirement plan.
RECENT EVENT PHOTOS
RetirementGeeks and The Knowledge Society Team Up
RetirementGeeks and The Knowledge Society team up to support Junior Achievement of Eastern NC (JA). Chief Retirement Geek Jon Dewar who is also an Executive Board Member of JA reached out to friend and former business partner Tai Lopez to make a generous donation to JA.
JA programs deal with real issues like workforce readiness, financial literacy, and entrepreneurship so that young people can not only understand their opportunities in life but can also take advantage of those opportunities.
ABOUT LPL FINANCIAL
Our broker-dealer "LPL Financial," through which we provide comprehensive and independent investment options for clients and through which we do "Wealth Management & Planning," gives us the tools needed to geek out on your retirement planning. Read More ...
Watch the video below to learn more about LPL Financial